Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Behar is a financial advisor with Raymond James & Associates, Inc., in Hallandale Beach, FL. David has been in the financial services industry since 1999. David has a Series 7 and Series 31 license in addition to his Series 63 and Series 66. Previously, David has worked for Morgan Stanley, UBS Financial Services Inc., and UBS International Inc. David is a registered investment advisor with the State of Florida and Texas. David works with individuals, families, and businesses in providing comprehensive financial planning and investment management services. David is also an experienced real estate investor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/10/2023 - Present
Raymond James & Associates, Inc. (Hallandale Beach FL)
FL
03/21/2014 - 11/15/2023
MORGAN STANLEY (Aventura FL)
FL
01/01/2010 - 03/31/2014
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
03/11/2005 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
NY
11/24/1999 - 04/04/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 01/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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